Building Templates

Create & structure ↑ Top

• Create & edit a template How to create a new Lawlift template and open an existing one in edit mode with its interview and text sides.
• Import a Word document With the Auto-Import feature you convert a Word document straight into a Lawlift template and then automate it.
• Delete elements How to delete an element from your template - with two clicks to confirm and a warning if it would also remove rules you've set.
• Relocate Elements You can move all elements using Drag & Drop . If you move the mouse over an element, the following Drag & Drop icon appears to the left of it:
• Import templates into tabs Import an existing template into a tab of a new template and build on content you've already worked out.
• Select the Template Language You can select the language of the respective template under Options.
• Search within the template Use the magnifying-glass icon to find text passages in your template.

Questions & questionnaire ↑ Top

• Add sections & questions to the questionnaire How to divide the questionnaire into sections and add questions so the user is guided clearly through document generation.
• Question types Lawlift's logic is built on four question types - Text, Select, Multiple and Serial. Learn when to use each and how to create it.
• Difference between Selection and Multiple-Choice Question For questions that can be answered with "Yes" or "No", we recommend the selection question, as this only allows one possible answer. However, if you want to co…
• Enumeration options for multiple-choice placeholders Custom placeholder formatting allows you to choose how answers to a multiple-choice question are displayed. Here, all characters are possible as separators. Ou…
• Set Default Answers In edit mode, you can specify that default answers to select and multiple-choice questions are already given when the document is used. These answers can be ch…
• Change the Question-Type To change a selection into a multiple choice question or vice versa, click on the question you want to change and then enter the shortcut:
• Connect select & multiple-choice answers with placeholders Link the answers of a select or multiple-choice question to a placeholder on the text page - and combine them with text questions.
• Add Infotext/Explanation You have the option of creating an info text or an explanation under a question.

Placeholders, rules & serials ↑ Top

• Set placeholders A placeholder links an answer from the questionnaire to the text - the user's input then appears where the placeholder sits.
• Rule system The core of our document automation is rules. Rules define which elements of a template should appear under which conditions. Rules can be set with just a few…
• Set rules Rules control when an element appears, based on the answers in the questionnaire. Learn how to set and combine them.
• Rules on placeholders & serials Make an element depend on the number of a serial with a mathematical rule, or govern elements semantically based on text-field input.
• Set inline rules Inline rules link individual text parts - down to a single letter or punctuation mark - to the answers in your questionnaire.
• Link serials Link a serial question to the elements that should repeat when the template is used - and number the repetitions.
• Individualise inline rules within a serial (instances) Limit individual inline rules within a serial to specific instances - for example a comma between entries and a full stop only at the end.
• Calculations with dates Calculate with dates in Lawlift - add or subtract periods, format the date, and insert today's date automatically.
• Add calculations Perform calculations with variables during text generation - declare variables, build the calculation, and format the result.
• Interlace Serials Workaround Serial in Serial
• Create Serialised Placeholders You have the possibility to serialise placeholders with the help of a multiple-choice question and thus represent different variables within a paragraph.
• Inline-Rule Duplicate Lawlift automatically recognizes when you create an inline rule where the same wording has already been linked to the same answer before.
• Copy Inline-Rules & Placeholders To do this, move the cursor with the arrow keys to the desired inline rule or placeholder (without Shift key!). The element will then be highlighted with an ou…

Content elements ↑ Top

• Add headings & paragraphs Your Lawlift template is structured by headings and paragraphs - here's how to build both and give the document its structure.
• Create Ordered Lists Ordered lists are enumerations that are not subject to the numbering of the document.
• Formatting Formatting options can be found at the top of the app's menu bar (not in the browser's menu). This bar appears whenever you click on an element (a paragraph or…
• Add References To insert cross-references, first, click the cursor at the position in the text where you want to insert the cross-reference. Then click on the button:
• Create Unordered Lists You can add unnumbered lists, for example bullet points, in your templates.
• Insert images How to insert an image into your Lawlift template, position it, add rules, and adjust its width, alignment and alt text.
• Highlight Text Change the text colour to highlight text passages.
• Write Small Caps Especially for defined terms in continuous text, small caps are often a formal requirement.
• Insert notes Three ways to add notes to Lawlift templates - on questions, on the text page, and in a separate document - and how to control them with rules.
• Embed an Attachment/Definition Directory It is possible to create multiple tables of contents in your letterhead template and thus also include tables of attachments alongside tables of contents.
• Superscript Characters To superscript characters in Lawlift, click on the following button in the menu bar:
• Insert Hyperlinks You have the possibility to store hyperlinks in your Lawlift template. These are then also stored in the Word document.
• Create Tables There are two design options for inserting tables:
• Set a Non-Breaking Space For a non-breaking space, use the key combination "CTRL" + "Space".
• Create a Signature Line Using a table is one way to create a signature line with multiple signatures.
• Add a date field Turn a text field into a date field so template users pick the date from a calendar - and control how the date is written.
• Hide headings Hide headings in your template so they don't appear during document generation or Word export - individually or globally.

• Insert case notes When generating a document directly in a client meeting, you may want to add notes, open questions or case notes - here's how to build that into a template.
• Check your built template A short walkthrough on how to review a template you have built before you put it to use.
• Validate Input Fields Control how answers are formatted in the document and which answers count as valid with output formatting and validation rules.